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First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF

20 hedge funds and large institutions have $16.7M invested in First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF in 2020 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.27% more ownership

Funds ownership: 51.4%52.67% (+1.3%)

1% more capital invested

Capital invested by funds: $16.5M → $16.7M (+$126K)

0% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 7

5% less funds holding

Funds holding: 2120 (-1)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
20
Holders Change
-1
Holders Change %
-4.76%
% of All Funds
0.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
7
Reduced
7
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
1
Capital Investment Advisory Services
North Carolina
$3.93M +$460K +23,469 +13%
LPL Financial
2
LPL Financial
California
$2.72M -$184K -9,378 -6%
UBS Group
3
UBS Group
Switzerland
$2.35M +$294 +15 +0%
Osaic Holdings
4
Osaic Holdings
Arizona
$2.21M -$853K -43,543 -28%
RJA
5
Raymond James & Associates
Florida
$1.55M +$803 +41 +0.1%
HT
6
HAP Trading
New York
$872K +$343K +17,527 +65%
Citadel Advisors
7
Citadel Advisors
Florida
$642K +$103K +5,255 +19%
LA
8
LexAurum Advisors
Kansas
$542K +$38.2K +1,951 +8%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$501K -$43.7K -2,232 -8%
MFG
10
Magnus Financial Group
New York
$260K -$16.1K -822 -6%
CFGS
11
Concourse Financial Group Securities
Alabama
$251K
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$231K -$274 -14 -0.1%
SPC
13
Sigma Planning Corp
Michigan
$203K +$202K +10,323 New
IA
14
IFP Advisors
Florida
$201K -$6.38K -326 -3%
VNA
15
Valley National Advisers
Pennsylvania
$77K
PFS
16
Prospera Financial Services
Texas
$55K +$55K +2,809 New
BFEC
17
Benjamin F. Edwards & Company
Missouri
$46K -$9.56K -488 -17%
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$22K
TRCT
19
Tower Research Capital (TRC)
New York
$1K +$999 +51 New
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
-$630K -33,501 Closed
CAN
21
Cetera Advisor Networks
California
-$25K -1,350 Closed
SFPG
22
Stonebridge Financial Planning Group
Florida
-$14K -750 Closed
Wells Fargo
23
Wells Fargo
California
+$20 +1 +100%

FCEF Hedge Fund Activity: Q3 2020 in Review

20 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF (FCEF) for Q3 2020, worth a combined $16.7M — up 0.76% from $16.5M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of FCEF and 3 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 7 added.

The largest buyer was Capital Investment Advisory Services, adding an estimated $460K. The largest seller was Osaic Holdings, cutting an estimated $853K.

  • 20 institutional investors held First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF (FCEF) as of Q3 2020, down from 21 in Q2 2020.
  • Funds reported $16.7M of First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF stock for Q3 2020, up 0.76% quarter-over-quarter.
  • 3 funds opened new First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF positions in Q3 2020 and 4 closed out, a net change of -1 holder.
  • The largest First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF buyer in Q3 2020 was Capital Investment Advisory Services, an estimated $460K added.
  • The largest First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF seller in Q3 2020 was Osaic Holdings, an estimated $853K sold.

Based on aggregated 13F filings for Q3 2020.